Institutional & Family Asset Management’s ChampionX CHX Stock Holding History

Institutional & Family Asset Management’s Portfolio CHX Stock Details CHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$15.2K	Hold	457	–	–	﹤0.01%	375
2024 Q1	$16.4K	Buy	457 +57	+14%	+$1.71K	﹤0.01%	352
2023 Q4	$11.7K	Hold	400	–	–	﹤0.01%	371
2023 Q3	$14.2K	Hold	400	–	–	﹤0.01%	339
2023 Q2	$12.4K	Hold	400	–	–	﹤0.01%	363
2023 Q1	$10.9K	Hold	400	–	–	﹤0.01%	371
2022 Q4	$11.6K	Hold	400	–	–	﹤0.01%	360
2022 Q3	$8K	Hold	400	–	–	﹤0.01%	404
2022 Q2	$8K	Hold	400	–	–	﹤0.01%	414
2022 Q1	$10K	Hold	400	–	–	﹤0.01%	437
2021 Q4	$8K	Hold	400	–	–	﹤0.01%	471
2021 Q3	$9K	Hold	400	–	–	﹤0.01%	559
2021 Q2	$10K	Hold	400	–	–	﹤0.01%	586
2021 Q1	$9K	Hold	400	–	–	﹤0.01%	581
2020 Q4	$6K	Hold	400	–	–	﹤0.01%	611
2020 Q3	$3K	Sell	400 -400	-50%	-$3.85K	﹤0.01%	637
2020 Q2	$8K	Buy	800 +400	+100%	+$3.67K	﹤0.01%	511
2020 Q1	$2K	Hold	400	–	–	﹤0.01%	631
2019 Q4	$14K	Hold	400	–	–	﹤0.01%	461
2019 Q3	$11K	Hold	400	–	–	﹤0.01%	461
2019 Q2	$13K	Hold	400	–	–	﹤0.01%	468
2019 Q1	$16K	Hold	400	–	–	﹤0.01%	447
2018 Q4	$11K	Sell	400 -200	-33%	-$7.35K	﹤0.01%	458
2018 Q3	$26K	Hold	600	–	–	0.01%	412
2018 Q2	$25K	Buy	+600	New	+$24.6K	0.01%	413

Other funds holding CHX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Institutional & Family Asset Management's CHX Position: Q2 2024 in Review

Institutional & Family Asset Management held its ChampionX (CHX) position steady in Q2 2024 at 457 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Institutional & Family Asset Management first reported a position in CHX in Q2 2018 and has held it in 25 quarters since. The position peaked at $26K in Q3 2018. 433 funds tracked by Wall St. Rank hold CHX as of Q2 2024.

Institutional & Family Asset Management held 457 shares of ChampionX worth $15.2K as of Q2 2024.
Institutional & Family Asset Management left its ChampionX share count unchanged in Q2 2024.
ChampionX made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #375 holding.
Institutional & Family Asset Management first reported a position in ChampionX in Q2 2018 and has held it in 25 quarters since.
Institutional & Family Asset Management's ChampionX position peaked at $26K in Q3 2018.
433 funds tracked by Wall St. Rank held ChampionX as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.